$RKLB Eyes Space Catalyst While $CRCL and $NBIS Ride Mega Trends

Three high-conviction setups across space, crypto infrastructure, and AI compute—each backed by strong narratives, real contracts, and technical strength.

The common thread: massive TAM + institutional alignment + near-term catalysts.

1. $Rocket Lab USA, Inc.(RKLB)$

Hugggge watch into June

- spaceX ipo as catalyst

- white house pushing "american space superiority"

- growing portfolio through acquisitions

- $816M space development agency contract

- ~$1.85B backlog (real rev visibility)

- chart trending + holding strong

$RKLB @ $79.

2. $Circle Internet Corp.(CRCL)$

- crypto narrative rebound

- the "currency of ai agents"

- USDC balances rising on prediction platforms

- record stablecoin payment volume

- solid chart + catalyst window (late may)

Need clarity act + genius act to land favorably, but

$CRCL looking great @ ~$100.

3. $NEBIUS(NBIS)$

- >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$

- $2B strategic investment from $NVIDIA(NVDA)$

- jensen literally framed partnership around “agentic ai demand explosion"

- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)

- gpus + POWER

- chart strong

$NBIS @ $154.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Eyes Space Catalyst While $CRCL and $NBIS Ride Mega Trends","html":"<html><head></head><body><p>Three high-conviction setups across space, crypto infrastructure, and AI compute—each backed by strong narratives, real contracts, and technical strength.</p>\n<p>The common thread: massive TAM + institutional alignment + near-term catalysts.</p>\n<h2 id=\"id_3953705640\">1. <a data-mention-id=\"RKLB\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a></h2>\n<p>Hugggge watch into June</p>\n<p>- spaceX ipo as catalyst</p>\n<p>- white house pushing \"american space superiority\"</p>\n<p>- growing portfolio through acquisitions</p>\n<p>- $816M space development agency contract</p>\n<p>- ~$1.85B backlog (real rev visibility)</p>\n<p>- chart trending + holding strong</p>\n<p>$RKLB @ $79.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/226fd830ab4bc5a3c9a867a3d26000eb\" tg-width=\"1527\" tg-height=\"1114\"><span> </span></p>\n<h2 id=\"id_2531913969\">2. <a data-mention-id=\"CRCL\" class=\"teditor-mention\" data-mention-name=\"Circle Internet Corp.\" href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a></h2>\n<p>- crypto narrative rebound</p>\n<p>- the \"currency of ai agents\"</p>\n<p>- USDC balances rising on prediction platforms</p>\n<p>- record stablecoin payment volume</p>\n<p>- solid chart + catalyst window (late may)</p>\n<p>Need clarity act + genius act to land favorably, but</p>\n<p>$CRCL looking great @ ~$100.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/78705732b3bc89519482ed0aef76b88f\" tg-width=\"1529\" tg-height=\"1112\"><span> </span></p>\n<h2 id=\"id_2820798756\">3. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>- &gt;$40B in ai infra contracts with <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p>- $2B strategic investment from <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></p>\n<p>- jensen literally framed partnership around “agentic ai demand explosion\"</p>\n<p>- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)</p>\n<p>- gpus + POWER</p>\n<p>- chart strong</p>\n<p>$NBIS @ $154.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a69a00104a18b204de61453705697972\" tg-width=\"1529\" tg-height=\"1113\"><span> </span></p>\n<p></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><p>Three high-conviction setups across space, crypto infrastructure, and AI compute—each backed by strong narratives, real contracts, and technical strength.</p>\n<p>The common thread: massive TAM + institutional alignment + near-term catalysts.</p>\n<h2 id=\"id_3953705640\">1. <a data-mention-id=\"RKLB\" class=\"teditor-mention\" data-mention-name=\"Rocket Lab USA, Inc.\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a></h2>\n<p>Hugggge watch into June</p>\n<p>- spaceX ipo as catalyst</p>\n<p>- white house pushing \"american space superiority\"</p>\n<p>- growing portfolio through acquisitions</p>\n<p>- $816M space development agency contract</p>\n<p>- ~$1.85B backlog (real rev visibility)</p>\n<p>- chart trending + holding strong</p>\n<p>$RKLB @ $79.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/226fd830ab4bc5a3c9a867a3d26000eb\" tg-width=\"1527\" tg-height=\"1114\"><span> </span></p>\n<h2 id=\"id_2531913969\">2. <a data-mention-id=\"CRCL\" class=\"teditor-mention\" data-mention-name=\"Circle Internet Corp.\" href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a></h2>\n<p>- crypto narrative rebound</p>\n<p>- the \"currency of ai agents\"</p>\n<p>- USDC balances rising on prediction platforms</p>\n<p>- record stablecoin payment volume</p>\n<p>- solid chart + catalyst window (late may)</p>\n<p>Need clarity act + genius act to land favorably, but</p>\n<p>$CRCL looking great @ ~$100.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/78705732b3bc89519482ed0aef76b88f\" tg-width=\"1529\" tg-height=\"1112\"><span> </span></p>\n<h2 id=\"id_2820798756\">3. <a data-mention-id=\"NBIS\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a></h2>\n<p>- &gt;$40B in ai infra contracts with <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a></p>\n<p>- $2B strategic investment from <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a></p>\n<p>- jensen literally framed partnership around “agentic ai demand explosion\"</p>\n<p>- ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value)</p>\n<p>- gpus + POWER</p>\n<p>- chart strong</p>\n<p>$NBIS @ $154.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/a69a00104a18b204de61453705697972\" tg-width=\"1529\" tg-height=\"1113\"><span> </span></p>\n<p></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"Three high-conviction setups across space, crypto infrastructure, and AI compute—each backed by strong narratives, real contracts, and technical strength. 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Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/560763141378568","repostId":0,"isVote":1,"tweetType":1,"viewCount":847,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","NVDA","CRCL","RKLB","NBIS","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1177,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/560763141378568"}